Filed February 15, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT8+ years Filed as: LUTHER KING INVESTMENTS Service code 21 · EIN 75-1630300 | Bank Trustee | $178,861 |
RETIREMENT, LLC1 year Filed as: RETIREMENT LLC Service code 15 · EIN 26-3723532 13838 QUAIL POINTE DRIVE SUITE B · OKLAHOMA CITY, OK 73134 | Recordkeeping | $23,161 |
FRIDAY ELDREDGE & CLARK6 years Filed as: FRIDAY, ELDREDGE & CLARK Service code 29 · EIN 71-0253637 | Legal | $7,382 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,850 | $71,142-37.0% | $119,622-62.5% | $64,819-30.8% |
| Participation rate | 99.4% | 78.6%+20.8pp | 79.3%+20.1pp | 71.5%+27.9pp |
| Annual return | -13.86% | -10.01%-3.8pp | -14.98%+1.1pp | 32.84%-46.7pp |
| Employer contribution / active EE | $7,066 | $2,497+182.9% | $4,232+66.9% | $2,507+181.8% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,311-100.0% |
| Admin fee / account holder | $302 | $162+86.4% | $10,328-97.1% | $188+60.9% |